The problem
Policy checks and exception write-ups are done by hand, so exceptions get missed, packages go to the wrong authority, and rationale is poorly recorded.
What changes
- Every deal checked against your credit policy
- Exceptions and mitigants documented for approvers
- Decisions and rationale recorded – people make the call
Full specification
The complete specification for Credit Policy Check & Decision Support Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation